← All themes Housing & Home Improvement

Homebuilders

Homebuilders buy land, build houses, and sell them, which makes land bought years earlier the main driver of margin. Volumes follow mortgage rates with a lag.

45 stocks

# Name Holding Trade Value Theme
Stocks
% of
Portfolio
Status
2026
PHK
Point72 Hong Kong
Hong Kong
$0 -$6.07M 0 – Closed
2027
PFM
Privium Fund Management
Netherlands
$0 -$915K 0 – Closed
2028
PFA
Professional Financial Advisors
Nebraska
$0 -$2K 0 – Closed
2029
PMA
Prudent Man Advisors
Illinois
$0 -$402K 0 – Closed
2030
QIM
Quantitative Investment Management
Virginia
$0 -$8.74M 0 – Closed
2031
Rathbones Group
Rathbones Group
United Kingdom
$0 -$1.31M 0 – Closed
2032
RWA
Redmont Wealth Advisors
Illinois
$0 -$285K 0 – Closed
2033
RG
Retirement Group
California
$0 -$15K 0 – Closed
2034
Seizert Capital Partners
Seizert Capital Partners
Michigan
$0 -$3.52M 0 – Closed
2035
SWM
Selective Wealth Management
Virginia
$0 -$4K 0 – Closed
2036
SAM
Selway Asset Management
$0 -$58K 0 – Closed
2037
SWA
SFMG Wealth Advisors
Texas
$0 -$1.1M 0 – Closed
2038
SOS
Silver Oak Securities
Tennessee
$0 -$43K 0 – Closed
2039
SCA
SMH Capital Advisors
Texas
$0 -$712K 0 – Closed
2040
SIA
Soltis Investment Advisors
Utah
$0 -$1.63M 0 – Closed
2041
SCM
Springhouse Capital Management
Connecticut
$0 -$2.52M 0 – Closed
2042
SC
SRB Corp
Massachusetts
$0 -$390K 0 – Closed
2043
SA
SRN Advisors
Pennsylvania
$0 -$698K 0 – Closed
2044
SFO
Standard Family Office
South Dakota
$0 -$8K 0 – Closed
2045
SCP
Steamboat Capital Partners
New York
$0 -$4.82M 0 – Closed
2046
SteelPeak Wealth
SteelPeak Wealth
California
$0 -$1.78M 0 – Closed
2047
SCA
Stonebridge Capital Advisors
Minnesota
$0 -$7.32K 0 – Closed
2048
Stonehage Fleming Financial Services
Stonehage Fleming Financial Services
Jersey
$0 -$18K 0 – Closed
2049
SIP
Stoneridge Investment Partners
Pennsylvania
$0 -$446K 0 – Closed
2050
TFA
Teamwork Financial Advisors
Texas
$0 -$306K 0 – Closed